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True Wealth Design’s Midland States Bancorp MSBI Stock Holding History

True Wealth Design’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.29K Sell
202
-7
-3% -$189 ﹤0.01% 1239
2026
Q1 		$4.66K Buy
209
+1
+0.5% +$22 ﹤0.01% 1238
2025
Q4 		$4.4K Sell
208
-112
-35% -$1.98K ﹤0.01% 1138
2025
Q3 		$5.49K Buy
320
+107
+50% +$1.92K ﹤0.01% 1052
2025
Q2 		$3.69K Buy
213
+141
+196% +$2.38K ﹤0.01% 931
2025
Q1 		$1.23K Sell
72
-24
-25% -$482 ﹤0.01% 1191
2024
Q4 		$2.34K Buy
96
+88
+1,100% +$2.2K ﹤0.01% 698
2024
Q3 		$180 Buy
+8
New +$182 ﹤0.01% 1201

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

True Wealth Design's MSBI Position: Q2 2026 in Review

True Wealth Design reduced its Midland States Bancorp (MSBI) stake by 3.3% in Q2 2026, selling an estimated $189 and leaving 202 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

True Wealth Design first reported a position in MSBI in Q3 2024 and has held it in 8 quarters since. 154 funds tracked by Wall St. Rank hold MSBI as of Q2 2026.

  • True Wealth Design held 202 shares of Midland States Bancorp worth $6.29K as of Q2 2026.
  • True Wealth Design sold 7 Midland States Bancorp shares in Q2 2026, an estimated $189.
  • Midland States Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1239 holding.
  • True Wealth Design first reported a position in Midland States Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 154 funds tracked by Wall St. Rank held Midland States Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.